Customer Success Manager - Remote

The Locklear Agency is an established organization committed to serving families at the highest level. They are seeking a Customer Success Manager to deliver high-quality client experiences, follow up with leads, and maintain client relationships.

Responsibilities:

• Learn and master our systems to deliver a high-quality client experience
• Follow up with warm leads and prior client inquiries
• Meet with clients virtually through Zoom or phone
• Maintain clear and professional communication
• Collaborate with your team to ensure smooth, consistent client interactions
• Meet performance goals to earn growth opportunities
• Participate in weekly virtual training and development sessions
• Build and maintain client relationships with company-provided and self-generated leads
• Help families understand how their options can support long-term security and protection

Requirements:

• Strong verbal and virtual communication skills
• Comfortable using technology and modern digital tools
• Excellent time-management and organizational abilities
• Professional, dependable, and service-driven
• A people-first mindset and willingness to learn
• Flexible availability, including evenings or weekends as needed
• Reliable smartphone, computer, and internet connection
• Ability to pass a background check
• Ability to complete contracting requirements
• Active Life and Health Insurance License or willingness to obtain with support
• Three or more years of experience in sales, customer service, or a related field